SBCHR Consulting
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Guide

M&A HR Integration Playbook

Navigate the people side of mergers and acquisitions with proven frameworks for cultural integration, benefits harmonization, org design, and retention strategies.

What's Inside

Pre-Close Preparation

  • HR due diligence checklist
  • Total compensation benchmarking
  • Cultural assessment framework
  • Key talent identification and retention
  • Employment liability review

Day 1 Readiness

  • Employee communication templates
  • Benefits transition planning
  • Payroll cutover procedures
  • Manager talking points
  • FAQ documents for employees

Post-Close Integration

  • 90-day integration timeline
  • Org design and reporting structure
  • Policy harmonization approach
  • Culture integration activities
  • Retention monitoring and pulse surveys

Topics Covered

Due DiligenceCultural IntegrationBenefits HarmonizationRetention

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